Handling Failures
Business process checklist gives users provision to seamlessly resume handling plans and plans steps after resolving Errors/Failures.
Here are examples for Error/Failure handling in the event of license expiry:
Example 1:
Plan is getting attached to a newly created lead, post license expiry. Follow the steps given below to handle failures in this scenario.
Error/Failure: Plan gets attached to the new record (Lead), where steps are not been created to be followed by the salesperson.
First, resolve the issue causing the Error/Failure. Here we will extend the license period.
Once you resolve the issue causing the Error/Failure you will have to refresh the plan attached to the newly created record (Lead).
Click on ‘Refresh Plan’.
Once you refresh the plan, you will now be able to see the plan steps on plan.
Example 2:
License expires while an existing plan on the lead is being executed. Follow the steps given below to handle failures in this scenario.
Error/Failure: Users are unable to perform pending plan steps on existing plans.
First, resolve the issue causing the Error/Failure. Here we will extend the license period.
Once you resolve the issue causing the Error/Failure you will see retry button on the pending plan steps.
Click on the ‘Retry’ Button.
After clicking the "Retry" button, you will be able to complete any pending plan steps.
For any queries, reach out to us at crm@inogic.com
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